FP&A Investments Data Analyst

Reed; City Of London; Hybrid; GBP 55,000 - 60,000; Full time

Job summary

A global strategy consulting firm is seeking an FP&A Investments Data Analyst to enhance their investment reporting and analysis. The successful candidate will be proficient in Excel, Alteryx, and Power BI, with a strong finance background. This permanent position offers a competitive salary of £55,000 - £60,000 plus a generous bonus and hybrid working options, providing a great opportunity for career growth within a respected organization.

Qualifications

• Experience building financial models in Excel.
• Ability to transform and report data using Alteryx and Power BI.
• Familiarity with financial data sets and processes.

Responsibilities

• Lead monthly investment performance reporting and analysis.
• Develop and maintain tactical reporting solutions.
• Collaborate with Finance Systems for long-term reporting.
• Deliver ad-hoc analysis and insights into investment performance.
• Maintain accuracy of investment reporting with local finance teams.
• Drive standardization and efficiency improvements.
• Present technical information clearly to stakeholders.

Skills

Advanced Excel skills

Proficiency with Alteryx

Power BI usage

SQL knowledge

Finance data domain experience

Professional services experience

Accounting foundation

Education

Professional accounting qualification

Tools

Alteryx

Power BI

SQL

Job description

My client a successful global strategy consulting firm are seeking an FP&A Investments Data Analyst to join their team on a permanent basis. The ideal candidate will be proficient in tools such as Alteryx, Power BI, and SQL, and have a strong background in financial analysis and the ability to work with large data sets.

• Job type: Permanent
• Location: London
• Salary: £55,000 - £60,000+ generous bonus and hybrid working.

Responsibilities:

• Lead monthly investment performance reporting and analysis, covering revenues, costs, margins, and cash flows.
• Develop and maintain tactical reporting solutions to meet evolving stakeholder needs, using tools such as Alteryx, Power BI, and SQL to design scalable, repeatable processes.
• Collaborate with the Finance Systems team to transition tactical solutions into long-term scalable reporting platforms.
• Deliver ad-hoc analysis and data-driven insights into investment performance, ensuring stakeholders receive actionable information in a timely manner.
• Maintain accuracy of investment reporting by liaising with local finance teams across global legal entities; manage and maintain investment-specific master data.
• Continuously improve reporting processes by driving standardization, automation, and efficiency across tools and systems.
• Present complex technical and financial information in clear, visually engaging ways, ensuring stakeholders can easily understand key insights.

Qualifications, Skills & Experience needed:

• Advanced Excel skills, including experience building or working with driver-based financial models.
• Proficiency with Alteryx and Power BI for data transformation, reporting, and dashboarding.
• Practical knowledge of SQL for querying, joining, and preparing datasets.
• Finance data domain experience – familiarity with financial data sets, processes, and systems.
• Professional services experience – understanding of the demands and practices in a global, services-based environment.
• Accounting foundation – a professional accounting qualification (e.g. UK qualification or international equivalent) is valuable but not essential.
• Ability to integrate and work with multiple data sources (e.g. SAP ByDesign, Oracle consolidation tools, data warehouses

This is an outstanding opportunity to join a highly respected organisation that offers long-term career growth and excellent benefits. If this role aligns with your aspirations, we encourage you to apply today for prompt consideration.